Medical Professionals


Your days are measured by hospital rounds, sick patients to heal, and families to comfort, and questions to answer.  It’s hard to place a value on what you do.  How do you quantify a commitment to serve the needs of others?  It’s what you do.  It’s who you are and it’s why you’re successful.   We provide advice for people like you.

Case Study - Physician, Heal Your Portfolio


Client: Susan

Age: 46


Susan is a physician whose husband had recently passed away after a sudden illness. With two teenage children to raise, she had a high income but worried about doing everything herself. The couple had not gotten around to investing their money. She had spent large sums each year repaying her school loans, and the couple also had spent freely, buying a very large home, a boat and luxury automobiles.


As a physician, Susan faced several issues that most people do not: She had spent extra years in school and therefore her income didn’t really take off until her early 30s, giving her a late start in saving money; she had to repay very high student loan debt; and she had to pay large premiums for malpractice insurance as well as life and disability coverage. In addition, she was coping with the rapidly changing income situation facing doctors. Susan took comfort in the fact that we knew the special issues she faced. We talked with her about her goals for her own life and for her children’s education, and we crafted a financial plan based on those goals and on her special financial challenges. The plan is designed to create a better balance between saving and spending and start an education fund and an investment portfolio to enable her to reach her objectives.

This case study is a fictional representation of our client base. Any similarities to actual persons, living or dead, are entirely coincidental.

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